Skip to content
Contact us

THE EDELVAULT SERIES · MONTREUX 2026

The Swiss Financial Hub:
From Vault to Vault.

Five days of conversations on the past, present and future of Swiss wealth management. Revisit the discussions and explore the ideas they set in motion.

Receive the white paperWatch the discussions

14–18 July 2026 · TEK Terrace · Montreux Jazz Festival

Next white paper presentation

Neuchâtel ·

Preview the event All dates

A LOOK BACK AT MONTREUX

A conversation
that continues.

The TEK Terrace on the Montreux waterfront at dusk
TEK Terrace, Montreux · photograph from the original campaign

At the TEK Terrace during the Montreux Jazz Festival, The Edelvault Series brought together voices from banking, wealth and asset management, digital assets, law and academia.

Interviews and panels traced a path from Switzerland’s financial history to the changing needs of clients and the practical implications of AI and digital assets.

The white paper brings these conversations together. The recordings and knowledge wiki let you return to the people, arguments and questions behind it.

Explore the original programme
  • 5 days of interviews and panels
  • 26 recordings to watch

Series partners

SPEAKERS & MODERATORS

The people behind
the conversation.

Voices from across the five days.
Roles shown reflect the event sources.

Explore all speakers and moderators
Enguerrand Perrine

Enguerrand Perrine

Head of Sponsorship
Blockchain Student Association, EPFL

Interviewer / moderator

THE CONVERSATION CONTINUES

Meet us this autumn.

Took place

Neuchâtel

Venue and registration details to be announced.

Preview the event

Took place

Zurich

Venue and registration details to be announced.

Preview the event
Actual cover: The Edelvault Series 2026 White Paper — The Swiss Financial Hub: From Vault to VaultTHE EDELVAULT SERIES 2026 WHITE PAPER

THE WHITE PAPER

From five days of dialogue
to a shared direction.

Read The Swiss Financial Hub: From Vault to Vault: the capabilities that shaped Swiss wealth management, the forces changing client demand, and a proposed framework for Wealth Management 3.0.

Enter your professional email and we’ll send a reusable download link to the 98-page PDF. No account required.

Edelvault resources — pdf

We use your email to handle this request. Request records are kept for 90 days. We won’t add you to a marketing list. Privacy policy.

Inside the white paper

  1. Introduction
  2. Day 1 · The Roots of the Swiss Wealth-Management Model
  3. Day 2 · The Forces Redefining Demand
  4. Day 3 · What Makes Swiss Wealth Management Distinctive Today
  5. Day 4 · Wealth Management 3.0 in Practice
  6. Day 5 · The Wealth Manager in 2035: Defining an Ambition
  7. From Vault to Vault: Orchestrating Wealth Management 3.0
  8. References & Speakers; Beyond the Paper

WATCH THE SERIES

Return to the discussions.

Edelvault on YouTube (opens in a new tab)

Explore the interviews and panels by day, from the foundations of Swiss finance to the wealth manager’s role in 2035.

0114 JULY 2026The birth and rise of the Swiss Financial Hub
D1.1 · Opening podcast Dr Marc Perrenoud Bergier Commission Three centuries of building the Swiss financial hub (YouTube, opens in a new tab) D1.2 · Opening podcast Paul Noel Swiss One Plus Three centuries of building the Swiss financial hub (YouTube, opens in a new tab) D1.3 · Deep-dive interview Frank Häusler Dreyfus Sons & Co Ltd, Banquiers Pioneers, flagships and rising stars (YouTube, opens in a new tab) D1.4 · Deep-dive interview Roger Hartmann Hartmann Advice Pioneers, flagships and rising stars (YouTube, opens in a new tab) D1.5 · Deep-dive interview Alexander Petoud SwissBorg Pioneers, flagships and rising stars (YouTube, opens in a new tab) D1.6 · Panel What has defined the Swiss wealth management model for generations? Moderated by Florian Lefort (YouTube, opens in a new tab)
0215 JULY 2026Driving forces in wealth management
D2.1 · Opening podcast Philippe Kenel Valfor Attorneys-at-Law The geography of global wealth in 2026 (YouTube, opens in a new tab) D2.2 · Deep-dive interview Trang Fernandez-Leenknecht Holistik Family Office The client's perspective: the forces transforming global wealth management demand (YouTube, opens in a new tab) D2.3 · Deep-dive interview Marc de Hennin A&T Alpha-Credit The client's perspective: the forces transforming global wealth management demand (YouTube, opens in a new tab) D2.4 · Deep-dive interview Lamine Brahimi Taurus The client's perspective: the forces transforming global wealth management demand (YouTube, opens in a new tab) D2.5 · Panel The client revolution: what's driving change in Swiss wealth management? Moderated by Giada Narducci (YouTube, opens in a new tab)
0316 JULY 2026What makes Swiss wealth management unique today
D3.1 · Opening podcast Sheraz Ahmed and Jérôme Bailly Storm Partners · Crypto Valley Association From Zug to Lugano via Zurich and Geneva: Switzerland's leadership in digital assets (YouTube, opens in a new tab) D3.2 · Deep-dive interview Ilya Volkov YouHodler Building the future of asset management with Swiss standards (YouTube, opens in a new tab) D3.3 · Deep-dive interview Olivier Ferrari and Graziano Lusenti Lusenti Coninco Building the future of asset management with Swiss standards (YouTube, opens in a new tab) D3.4 · Deep-dive interview Fabian Dori Sygnum Building the future of asset management with Swiss standards (YouTube, opens in a new tab) D3.5 · Panel The Swiss wealth management model: where we stand and where we go next Moderated by Anne-Grace Kleczewski (YouTube, opens in a new tab)
0417 JULY 2026Wealth Management 3.0
D4.1 · Opening podcast Florian Lefort Capitelia Invest Inside a 2026 portfolio (YouTube, opens in a new tab) D4.2 · Opening podcast Frank Crittin MFM Mirante Fund Management Inside a 2026 portfolio (YouTube, opens in a new tab) D4.3 · Deep-dive interview Robin Lemann and Dr Andreas Janoschek Swissquote · Gerevest.AI · Moderated by Ninel De-Faveri Rethinking portfolio management with AI and DeFi (YouTube, opens in a new tab) D4.4 · Deep-dive interview Jean Rausis Everything · Moderated by Samuel Gheller Rethinking portfolio management with AI and DeFi (YouTube, opens in a new tab) D4.5 · Panel Wealth Management 3.0: redefining portfolio management - what does it look like in practice? Moderated by Lilian Nordet (YouTube, opens in a new tab)
0518 JULY 2026The future of the Swiss financial hub
D5.1 · Deep-dive interview Eric Rabl and Gauthier Vila Everything · Zyfai Wealth and portfolio management in 2035 (YouTube, opens in a new tab) D5.2 · Deep-dive interview Biba Homsy Homsy Legal Wealth and portfolio management in 2035 (YouTube, opens in a new tab) D5.3 · Deep-dive interview Tilmar Wilhelm Goos and Gleb Kurovskiy Crypto Valley Association Wealth and portfolio management in 2035 (YouTube, opens in a new tab) D5.4 · Closing discussion Anthony Cohen Dumani Vaud Place Financière A 2035 perspective from Vaud (YouTube, opens in a new tab) D5.5 · Closing panel From the week's key insights to the foundations of Wealth Management 3.0 With Lilian Nordet and Marc Lebel (YouTube, opens in a new tab)

THE KNOWLEDGE WIKI

Go deeper
into the ideas.

Browse interviews, read transcripts, explore speaker profiles and follow concepts across the series.

The Series Wiki: the five days with their conversations, and a featured conversation with Dr Marc Perrenoud
  • Interviews & transcripts
  • Speaker profiles
  • Concepts & thematic paths

Request wiki access

Access requests are reviewed individually by the Edelvault team. Email verification alone does not grant access.

Edelvault resources — wiki

We use your email to handle this request. Request records are kept for 90 days. We won’t add you to a marketing list. Privacy policy.

Approved reader accounts are retained until deleted. Contact the team to revoke access or request deletion.

THE EDELVAULT SERIES · 2027

Be part of the
next conversation.

Interested in attending, speaking or partnering with The Edelvault Series in 2027? Tell us how you would like to take part.

This is an expression of interest, not a confirmed registration or speaking invitation. Dates and participation details will follow.

Edelvault resources — 2027

We use your email to handle this request. Request records are kept for 90 days. We won’t add you to a marketing list. Privacy policy.